Cetera Investment Advisers’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.5M | Sell |
207,766
-8,640
| -4% | -$678K | 0.02% | 777 |
|
|
2025
Q4 | $16M | Buy |
216,406
+4,568
| +2% | +$360K | 0.02% | 769 |
|
|
2025
Q3 | $17.1M | Buy |
211,838
+48,241
| +29% | +$3.49M | 0.02% | 710 |
|
|
2025
Q2 | $11.1M | Buy |
163,597
+663
| +0.4% | +$46K | 0.02% | 766 |
|
|
2025
Q1 | $11.5M | Buy |
162,934
+5,741
| +4% | +$391K | 0.02% | 695 |
|
|
2024
Q4 | $10.6M | Buy |
157,193
+12,937
| +9% | +$868K | 0.02% | 681 |
|
|
2024
Q3 | $9.42M | Buy |
144,256
+683
| +0.5% | +$40.5K | 0.02% | 725 |
|
|
2024
Q2 | $7.67M | Buy |
143,573
+36,229
| +34% | +$1.97M | 0.02% | 787 |
|
|
2024
Q1 | $5.77M | Buy |
107,344
+66,840
| +165% | +$3.82M | 0.01% | 912 |
|
|
2023
Q4 | $2.51M | Buy |
40,504
+10,319
| +34% | +$619K | 0.02% | 697 |
|
|
2023
Q3 | $1.73M | Buy |
30,185
+6,167
| +26% | +$371K | 0.01% | 814 |
|
|
2023
Q2 | $1.49M | Sell |
24,018
-2,230
| -8% | -$149K | 0.01% | 898 |
|
|
2023
Q1 | $1.77M | Sell |
26,248
-261
| -1% | -$17.6K | 0.02% | 793 |
|
|
2022
Q4 | $1.86M | Buy |
26,509
+2,614
| +11% | +$174K | 0.02% | 738 |
|
|
2022
Q3 | $1.53M | Buy |
23,895
+811
| +4% | +$59K | 0.03% | 550 |
|
|
2022
Q2 | $1.63M | Sell |
23,084
-10,507
| -31% | -$764K | 0.03% | 605 |
|
|
2022
Q1 | $2.42M | Buy |
33,591
+3,836
| +13% | +$264K | 0.03% | 495 |
|
|
2021
Q4 | $2.01M | Buy |
29,755
+125
| +0.4% | +$8.15K | 0.03% | 554 |
|
|
2021
Q3 | $1.85M | Buy |
29,630
+323
| +1% | +$21.8K | 0.03% | 540 |
|
|
2021
Q2 | $1.93M | Buy |
29,307
+4,341
| +17% | +$302K | 0.03% | 518 |
|
|
2021
Q1 | $1.66M | Sell |
24,966
-5,886
| -19% | -$372K | 0.03% | 479 |
|
|
2020
Q4 | $2.06M | Buy |
30,852
+25,284
| +454% | +$1.76M | 0.04% | 418 |
|
|
2020
Q3 | $384K | Sell |
5,568
-201
| -3% | -$13.7K | 0.03% | 440 |
|
|
2020
Q2 | $361K | Buy |
5,769
+22
| +0.4% | +$1.39K | 0.03% | 428 |
|
|
2020
Q1 | $347K | Sell |
5,747
-3
| -0.1% | -$196 | 0.04% | 370 |
|
|
2019
Q4 | $362K | Buy |
5,750
+281
| +5% | +$17.6K | 0.04% | 410 |
|
|
2019
Q3 | $354K | Buy |
5,469
+20
| +0.4% | +$1.25K | 0.04% | 371 |
|
|
2019
Q2 | $324K | Sell |
5,449
-310
| -5% | -$17.8K | 0.04% | 374 |
|
|
2019
Q1 | $325K | Buy |
5,759
+23
| +0.4% | +$1.22K | 0.05% | 364 |
|
|
2018
Q4 | $283K | Sell |
5,736
-526
| -8% | -$26.4K | 0.05% | 354 |
|
|
2018
Q3 | $295K | Buy |
6,262
+1,362
| +28% | +$64.3K | 0.04% | 372 |
|
|
2018
Q2 | $224K | Buy |
+4,900
| New | +$219K | 0.04% | 373 |
|
Other funds holding XEL
VCM
VPM
Cetera Investment Advisers's XEL Position: Q1 2026 in Review
Cetera Investment Advisers reduced its Xcel Energy (XEL) stake by 4% in Q1 2026, selling an estimated $678K and leaving 207,766 shares worth $16.5M. The position accounts for 0.02% of the portfolio, ranked #777.
Cetera Investment Advisers first reported a position in XEL in Q2 2018 and has held it in 32 quarters since. The position peaked at $17.1M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Cetera Investment Advisers held 207,766 shares of Xcel Energy worth $16.5M as of Q1 2026.
- Cetera Investment Advisers sold 8,640 Xcel Energy shares in Q1 2026, an estimated $678K.
- Xcel Energy made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #777 holding.
- Cetera Investment Advisers first reported a position in Xcel Energy in Q2 2018 and has held it in 32 quarters since.
- Cetera Investment Advisers's Xcel Energy position peaked at $17.1M in Q3 2025.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.